Outbound
Last updated August 31, 2026
Use Pioneer to find the companies that should be buying from you, the person to talk to at each one, and the people in your network who can introduce you instead of cold emailing.
Outbound fails for two reasons: you're writing to the wrong companies, or you're writing cold to the right ones. Pioneer works on both. It researches the open web for companies that match what you actually sell, finds the person who owns the problem, and then checks your own network for someone who can introduce you to them.
Describe who should be buying from you
A pipeline starts with a plain-language description. Write it the way you'd brief a new rep, not the way you'd fill in a database filter:
Companies installing industrial process heat in North America that have publicly committed to cutting Scope 1 emissions, 200–5,000 employees, and are already spending on electrification consultants.
Then set criteria. MUST rules are your deal-breakers, and a lead is relevant only when every one of them passes:
- MUST operate industrial sites in the US or Canada
- MUST have a published decarbonization commitment
- MUST NOT already run an in-house electrification team
- SHOULD have announced capex on plant upgrades in the last 18 months
- SHOULD be in food & beverage, chemicals, or pulp & paper
The SHOULD rules don't exclude anyone; they rank. That's what makes the top of your board worth working first.
Add the fields your sequence needs
Properties are the columns you'd otherwise fill in by hand before writing a single email: current supplier, plant count, the name of the sustainability lead, the last relevant announcement and its date. Pioneer researches each one per lead and cites where the answer came from, so an export drops into your sequencing tool already populated.
Only add properties you'll actually use in the message. Every extra column is research spend and one more thing to sanity-check.
Get the person, not just the company
A company isn't reachable; a person is. Find the Right People locates the actual human in the role you care about, with contact details that were found and sourced, never guessed. If Pioneer can't confirm an address, it says so rather than inventing a firstname.lastname@ pattern that bounces and burns your domain.
Then don't send it cold
Bring the people you know into My Network, pasting LinkedIn URLs, a sent-mail export, or a CRM dump, and Pioneer researches each contact into a private profile. On any lead's person card, click Find warm connection and Pioneer searches your network for a path to them: who bridges to this company or person, what the overlap is (ex-colleague, works there, same community, knows them directly), and a two-line ask you can send to the bridge.
If nobody in your network reaches them, Pioneer tells you that and shows the near-misses it rejected. A clear zero is worth more than a weak "maybe try this person".
Work the board, and let it learn
Approving and rejecting leads is not bookkeeping; it's the training signal. Every judgment you record teaches the pipeline your taste, and the next batch is better for it. Fifteen minutes of refinement after a batch is the highest-return habit in the product; getting a researched value corrected takes one click on mark inaccurate.
Hand the whole loop to your agent
Everything above is available to whatever AI agent you already use (Claude Code, Codex, ChatGPT, OpenClaw, or your own) through the API. A common setup: the agent creates the pipeline from your brief, checks each morning for newly researched leads, pulls the warm paths, and drafts the intro requests for you to send. See Use Pioneer With Your Agent.
Next steps
- Create Your First Pipeline
- Find the Right People
- My Network
- Partnerships and Fundraising: the same machine, pointed elsewhere
Need help?
If you have questions, reach out to us at support@pioneerclimate.com